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Bondsquawk
Trades From The Trenches Explain Rise In Treasury Yields By Bondsquawk - Aug 30, 2012

Several days ago we covered how the escalation of the European Debt Crisis had influenced U.S. Treasury yields since mid-2011. The crisis brewing across the Atlantic had kept a lid on yields despite...

Bondsquawk
The European Rising Tide Failed To Lift This U.S. Boat By Bondsquawk - Aug 30, 2012

We spend a lot of time on the macroeconomic picture as bond pros since it sets the dinner table for the main meal of investment strategy. Growth and inflation, coupled with monetary policy are one of...

Bondsquawk
Bond Investments: Top 3 Non-Cyclical Corporate Issuers By Bondsquawk - Aug 29, 2012

Speculation on the Federal Reserve’s next move is running rampant as we move closer to Chairman Ben Bernanke’s speech at Jackson Hole and the FOMC meeting in mid-September. While it...

David Merkel
On The Specialness Of Long Treasuries By David Merkel - Aug 23, 2012

When Gary Schilling presented to the Baltimore CFA Society, he made the comment about how much bonds beat stocks by. His proxy for bonds was 25-year zero coupon bonds. Invest in those from 1980 to the...

Andrew Thrasher
Is The 10-Year Yield Calling For A Rise In Bond Prices? By Andrew Thrasher - Aug 22, 2012

Well the S&P 500 finally saw some weakness yesterday. Based on what I’ve seen on various blogs and Twitter, it’s amazing how quick traders' sentiment flipped to bearish. The last few...

Sober Look
Large Corporate Bond Issues Dominating Secondary Market By Sober Look - Aug 21, 2012

Earlier this year we discussed how the Volcker rule combined with Basel III is already reducing corporate bond liquidity by diminishing dealers' ability to make markets. It's just one of those...

Tim Knight
Bonds Near Targets By Tim Knight - Aug 16, 2012

I have been pretty vocal about these targets and we are getting very close to nailing them. Today could be the day for a -- probably temporary -- bottom to the bond drop.

Gregor Horvat
German Bund: Downward Correction Is Incomplete By Gregor Horvat - Aug 14, 2012

We can see that on German bund recovery from 142.13 was corrective; clearly only in three waves. So, if that was a minor contra-trend movement, labeled as wave b, then we know that downtrend on German...

T. Marc Schober
Bonds: Turning Japanese By T. Marc Schober - Aug 13, 2012

On June 4th, Bill Gross -- aka the “Bond King” -- tweeted: “Global Bond Markets are turning Japanese, I think they’re turning Japanese, I really think so.” Mr. Gross was...

Wade Slome
Equity Quicksand Or Bond Cliff? By Wade Slome - Aug 13, 2012

The markets are rigged, the Knight Capital Group (KCG) robots are going wild, and the cheating bankers are manipulating Libor. I guess you might as well pack it in…right? Well, maybe not. While...

Chris Vermeulen
Bonds About To Bounce, SP500 To Fall   By Chris Vermeulen - Aug 10, 2012

Key points for the day/week are Bonds. They look ready for a bounce/rally and equities are climbing a wall of worry -- head & shoulders neckline. Pre-Market AnalysisDollar trading higher this...

David Merkel
On The Poway School District By David Merkel - Aug 10, 2012

I am not an expert on Municipal Bonds, so if an expert reads this, and has corrections for me, please leave corrections in the comments. In general, I am a conservative guy who avoids situations with...

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